Head - Wealth Management

Findoc Investmart Private; Gurgaon; On-site; INR 2,000,000 - 3,000,000; Full time

Job summary

A financial services company in Gurgaon seeks an experienced Wealth Head to provide investment advice and manage portfolios for clients. The successful candidate will have over 10 years of experience in the stock broking industry and a strong understanding of financial markets. Key responsibilities involve building relationships with clients, monitoring investments, and collaborating across departments to deliver high-quality services. An advanced degree or certification such as CFA is preferred, alongside excellent communication and analytical skills.

Qualifications

• 10+ years of experience as a Wealth Manager in the stock broking industry.
• Strong understanding of financial markets and investment products.
• Excellent communication and interpersonal skills.

Responsibilities

• Provide personalized investment advice to clients based on their needs.
• Manage clients' investment portfolios and monitor performance.
• Develop and maintain relationships with clients to understand their goals.

Skills

Relationship management

Investment analysis

Market trend analysis

Communication skills

Analytical skills

Education

Bachelor's degree in finance, business, or a related field

CFA certification (preferred)

Job description

Findoc Investmart Private Ltd | Full time

We are looking for an experienced Wealth Head with a strongbackground in the stock broking industry to join our team. In this role, youwill be responsible for providing personalized investment advice to clients and managing theirinvestment portfolios to help them achieve theirfinancial goals.

Responsibilities:

• Develop and maintain relationships with clients to understand their investment goals andrisk tolerance.
• Provide personalized investment advice and recommendations to clients based on their needs andcircumstances.
• Manage clients' investment portfolios and monitor their performance, adjusting as necessary to ensure that they remain aligned with their goals and risk tolerance.
• Stay up to date with the latest market trends and news and provide regular updates to clients.
• Generate new business by identifying and pursuing new clients andbusiness opportunities.
• Develop and maintain a thorough understanding of the company's products and services andeffectively communicate them to clients.
• Collaborate with other departments, such as research, compliance, and operations, to ensure that clients receive high-quality and compliantservices.
• Meet or exceed sales targets and KPIs (Key Performance Indicators).
  

Requirements

• 10+ years of experience as a Wealth Manager in the stock broking industry.
• Bachelor's degree in finance, business, or a related field. Advanced degree or professional certification (e.g., CFA)preferred.
• Strong understanding of financial markets, investment products, and portfolio managementstrategies.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients andcolleagues.
• Ability to work independently and manage multiple priorities and deadlines.
• Strong analytical and problem-solving skills, with the ability to identify and resolvecomplex investment issues.